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Morningstar Inc. (MORN)
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Sector: Investment Advice
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 1,759,321 | $561,434,517 | -28% | 2.01% |
| 2. | Millennium Management Israel Englander | 495,106 | $157,998,227 | +55% | 0.07% |
| 3. | Royce & Associates Chuck Royce | 191,290 | $61,044,465 | -2% | 0.55% |
| 4. | Renaissance Technologies Jim Simons | 183,470 | $58,548,946 | +4% | 0.08% |
| 5. | Citadel Investment Group Ken Griffin | 118,070 | $37,678,498 | +38% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $234.68 | 5 | Director | 6,039 | 2021-02-01 | Filing | |
| $151.39 | 5 | Director | 5,876 | 2020-05-01 | Filing | |
| $159.56 | 5 | Director | 5,871 | 2020-02-03 | Filing | |
| $162.15 | 5 | Director | 5,866 | 2019-11-01 | Filing | |
| $152.69 | 5 | Director | 5,861 | 2019-08-01 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $337.12 | 1,307 | Large Shareholder, Officer, Director | 10,779,041 | 2024-11-19 | Filing | |
| $335.74 | 1,228 | Large Shareholder, Officer, Director | 10,780,348 | 2024-11-19 | Filing | |
| $334.69 | 3,368 | Large Shareholder, Officer, Director | 10,781,576 | 2024-11-19 | Filing | |
| $333.94 | 3,159 | Large Shareholder, Officer, Director | 10,784,944 | 2024-11-19 | Filing | |
| $336.67 | 275 | Large Shareholder, Officer, Director | 10,788,103 | 2024-11-18 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,576,670 | $737,546,021 | 0.01% | |
| 2. | 2,392,043 | $684,698,429 | 0.01% | |
| 3. | 1,936,055 | $554,176,911 | 0.04% | |
| 4. | 1,322,451 | $378,538,374 | 1% | |
| 5. | 1,292,308 | $369,910,301 | 0.03% |
News See All
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Will Morningstar (MORN) Grow Durably Over a Multi-Year Period?
Baron Funds, an investment management company, released its “Baron Asset Fund” second quarter 2023 investor letter. A copy of the same can be downloaded here. U.S.
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Billionaire Hedge Funds
